Tech Tip: Create A Table Of Contents From PDF Bookmarks

What will you learn at the upcoming Chicago Bar Association Solo & Small Firm Conference Oct. 16-17? Well…

Bookmarks in a PDF are very helpful for readers to navigate to different sections of a document. They also lets the document creator highlight areas for readers to “jump” to without having to page through the document. Whether you are using Adobe Acrobat or Nuance Power Converter Pro, the process to create bookmarks is nearly identical. You can add bookmarks manually  by selecting text in the document and press keys <ctrl+b> to add that text as a bookmark, or you can also have either program recognize Microsoft Word’s Styles and automatically add headers and subheaders as bookmarks. Microsoft Word Styles can also be used to generate a table of contents in the originating Word document and in the PDF version of the original document. However, there are many times where the source documents have no table of contents or several documents are combined into a single PDF.  Lawyers may want to also generate a hyperlinked and printable table of contents, and Nuance’s PowerPDF Advanced will easily create a hyperlinked table of contents from the PDF bookmarks you create.

Once you have created your bookmarks in Nuance PowerPDF Advanced, with the bookmarks view opened  click on the wrench icon in the Bookmarks tools menu.  Toward the bottom of the options that appear click to  create a “Table of Contents”. Use the settings to choose how it looks and how many levels deep to display. Once those decisions have been made click “ok” and then decided where you want the Table of Contents to be (first page, after the cover page, etc.). Voila a hyperlinked, automatically generated paginated table of contents will be inserted into your document.  Once you have created the TOC you have options to update it, or export it as a separate document in PDF.

Click to expand

Create Table of Contents from Bookmarks

If you found this tip useful consider availing yourself of many more by attending the CBA Solo and Small Firm Practitioners Conference:  The Business of Law held for 1.5 days October 16 and 17 at the Chicago Bar Association in downtown Chicago.  The Conference will feature 3 plenary sessions and 18 breakout sessions on 4 targeted tracks. Tracks include a Startup Boot Camp, Hot Topics, ABA TECHSHOW Roadshow, and an IICLE Practice Updates. Topics will include everything from best hiring practices to elements of Illinois law to client communication. Space is limited! Register now and check out the full conference brochure for details.

Review or Not To Review?

Does your firm have a Facebook page? If so, you should know what page type you selected when you set it up. Different features are available on your firm’s Facebook page depending on what category you select, and each has their own advantages. To find out what type you have, sign into your page, click on About, and then click Page Info on the left. Under category, it likely says either “Local Businesses” or “Companies & Organizations.”

Click to enlarge image

Selecting “Local Business” as your page type allows you to have a map and contact information displayed. It also allows you to enter your practice areas as subcategories and displays them prominently over your cover photo. These features are not available if you choose “Companies & Organizations”. The “Local Business” option also creates a Ratings and Reviews section, meaning that anyone can leave a review or give you star ratings. You may want to have this feature if you’re practicing consumer law since good reviews on Facebook mean more clients. If you’d rather not let clients be able to leave reviews, switch the category to Companies & Organizations.

You can change your page type category as often as you’d like. To do so go to your page and click the “About” section. Mouse over next to “Category” so the blue “Edit” pencil appears.


Click “Edit” and then change your category from the dropdown menu. In this example my page is currently a Local Business, and I want to change it to a Company & Organization.

Page Categories


When you’re finished, click “Save Changes” and your new page features will take effect.

How many days do I have again?

It’s hard to calculate how many days are between a certain day and another, especially if they are far apart. If your deadline to file a motion is 60 days before your hearing date on October 12th, 2015, what date is that? Luckily, there are several ways to determine that calculation. We’re going to cover Excel, Outlook, and a web tool called

If you frequently need to keep track of court calendar deadlines, services like (formerly Deadlines on Demand) or Juralaw (if you practice in Illinois) can keep the dates straight for a price. There are several ways to count how many days for free, however, and best of all you can use these tricks for all your deadlines—not just court specific ones.


The first is with Excel. In cell A1 type the date of your hearing: 10/12/2015. In cell B1 type “=A1-60” and hit enter. Excel will calculate the date automatically, changing the cell contents to say “8/13/2015.” If the date of your hearing changes, replace the date in cell A1 and the date of your filing deadline will automatically change with it.

excel screenshot


To find out if that date falls on a weekend, click cell B1, go to the cell formatting drop down menu under the Home tab and select “Long Date.”

long date excel spreadsheet


The cell data will change to tell you what day of the week 8/13/2015 is. In this example it is Thursday, but if it were on a weekend you could adjust your deadline as needed.

If you don’t have Excel handy, you can also add or subtract a date on the web. has several different calendaring calculators. Use their date calculator to add or subtract from a date. Still using the example of 60 days until your hearing date on 10/12/2015, enter 10/12/2015 as your start date. Select “(-) Subtract” from the dropdown menu, and enter “60” under “Days.”


Press “Calculate new date.” The result will be “Thursday, August 13, 2015.” also features calculators to determine the number of days between two dates, time duration between exact times and finding the week number of any date.

Finally, there’s Outlook.

Enter the October 12, 2015 hearing for your client on your calendar. After the appointment is on your schedule, bring up the Go To Date box by right clicking the date (or typing Ctrl – G if you’re a keyboard shortcuts person).

hearing for my client

In the box that appears, place your cursor before the date and type “60 days before”

60 days before

Press OK, and you will be brought to August 13, 2015, where you can now enter a new event for your motion filing deadline. You can also find out dates in the future by typing “x days after.”

Get on Track (With Track Changes)

Microsoft Word provides a handy feature for document collaboration called “Track Changes”. Used by professionals the world over, this functionality has many benefits and a few pitfalls. For instance, when receiving a document that has Track Changes enabled it is often difficult to read because of all the markup. Did you know that you can make it much easier to focus on important text changes by going to “Show Markup” and uncheck “Formatting”?

Turn off formatting markup in Track Changes

Turn off formatting markup in Track Changes

Track Changes with no format tracking is much easier to read

Track Changes with no format tracking is much easier to read

When you send out a document with Track Changes enabled you can click on the arrow in the Track Changes button and select “Change Tracking Options” to toggle off “Track Formatting” so your collaborator can have a cleaner copy of the changes too!

Turn off formatting in Track Changes when sending a tracked document

Turn off formatting in Track Changes when sending a tracked document

What if you forgot to turn on “Track Changes” when you sent out a document and now you want to see if there are changes in the returned document? No problem! In the Review tab, Compare group click Compare and choose “Compare” to do a side by side blackline of your document versus the one you’ve just received. In the options you can toggle off all formatting differences so you will have a clean comparison of the differences in the text, without formatting adding an unnecessary layer of complexity.

Options for Document Comparison

Options for Document Comparison

Compare feature show blackline, plus original and updated document in three panes

Compare feature show blackline, plus original and updated document in three panes

Want to learn more about using Track Changes? Check out this useful article from PC World article “How to track changes in Microsoft Word without going insane”.

How to unshorten and shorten links

unshortmeYou might be familiar with shortened links from social media or email. They’re handy for keeping things tidy and within a character limit, but you can’t see what you’re clicking on. What if the link is malicious or just a waste of time? Turn that short link into a long link with and see where you’re going. Copy and paste the short URL into the text box, and the site will expand it for you. A Chrome extension is available, allowing you to right-click and unshorten any short link you see on the web.

Conversely, you may want to shorten links, either to make a character limit or clean up an email. For instance, the URL or link for the 2012 Law Practice Management & Tech Tips for Lawyers program is Instead, to get to the same webpage you can shorten the link with to:  The first link is long, can’t really be read to someone, it breaks onto a new line, and is cumbersome. neatens it up.


There are many URL shorteners available for free on the web, such as,, and the originator of this technology,, but has some really useful features. It has browser plugins for all major browsers so it is always available in one click.  You can also add notes to the link, create link bundles (see:, create private links, share via email in one click, and also track whether people have clicked on the link. Finally, you can customize the link so the above link ( can be:

Check it out and get your free account at

Know What You Are Sending (With A Little Help) in MS Word

Microsoft can warn you  before sending, saving or printing a document with comments or tracked changes

Microsoft can warn you before sending, saving or printing a document with comments or tracked changes

Eighteen jurisdictions have ethics opinions on metadata.  All of them suggest that a lawyer who is sending an electronic document should take reasonable precautions to prevent disclosure of confidential information. While technically not metadata, the comments and tracked changes in a Microsoft Word document do present a significant opportunity to unintentionally expose  confidential information.  There are many ways to remove and reduce exposure of metadata, but one very important aspect is that the sender is aware of what is being sent. In some cases you may fully intend to send a document with comments and tracked changes.

Whether intentional or not, a notification that a document you are saving, sending, or printing has tracked changes or comments could be useful.  Fortunately you can do exactly that with a setting in MS Word.  In Word 2010-13 go to File – Options – Trust Center – Trust Center Settings – Privacy Options and check the box that says “Warn before printing, saving, or sending a file that contains tracked changes or comments”.

Once this option is checked if you click to save or save as, print to a physical printer or to PDF,  save to PDF or use a PDF conversion tool like Acrobat or Nuance, or use any command under the “Save and Send” menu you will get a warning that the document has either comments and/or tracked changes and asks you to click yes to continue.  However, the warning system is fallible because if you attach the file from an email program, such as MS Outlook you will get no notice.

How to Securely Use Dropbox in a Legal Environment

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Maximize Your LinkedIn Profile in 2 Steps

LPMT Tip of the Month (January)

Got a LinkedIn profile? Maximize your efforts by doing two things.

1.) Go into Accounts & Settings – Privacy & Settings and click “Manage”.








Under “Helpful Links” click “Edit Your Public Profile”.


On the page that appears in the right column click on the pencil icon under “Your public profile URL”.





Now, change the link to your personal profile from a generic link to one you choose.







2.) Add your new public profile URL to your email signature block.







Voila, you’ll be connecting with more people in no time.

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